See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,832 | $104,907-89.7% | $84,611-87.2% | $152,861-92.9% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 96.84% | 373.79%-276.9pp | 258.74%-161.9pp | 345.32%-248.5pp |
| Employer contribution / active EE | $2,864 | $3,302-13.2% | $2,652+8.0% | $4,762-39.9% |
| Participant deferral / active EE | $3,888 | $4,688-17.1% | $3,899-0.3% | $5,850-33.5% |
| Admin fee / account holder | $51 | $6,241-99.2% | $4,912-99.0% | $11,596-99.6% |